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PLANSPONSOR BLINESs LOGO February 23rd, 2021
Information & Insights for the 403(b) Community
Electronic Upgrade
Electronic Upgrade
Guidelines to protect plan documents that go digital.
Participants Are Saving More With ‘TDF-Plus’ Strategies
A new study finds participants who blended funds were on track to replace more of their pre-retirement income than those who did not.
Ask the Experts
Can Beneficiaries Elect Timing of Payments From Inherited 403(b) Assets?
“In a 403(b) plan, does a spouse beneficiary have the ability to forgo the payments over his/her life expectancy and opt for the payout under the 10-year rule established by the SECURE Act for designated non-spouse beneficiaries? Would it matter if the participant’s death was before or after their required beginning date? Would other eligible designated beneficiaries who satisfy the exception to the 10-year rule have the ability to choose the 10-year option rather than the life expectancy option?”
Calling All PLANSPONSOR Plan Adviser of the Year Nominations
Does your retirement plan adviser go above and beyond for your plan and participants? Tells us their story by nominating them for the 2021 PLANSPONSOR Plan Adviser of the Year awards.
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